Investment Portfolio Manager at Estrada International Staffing Solutions

Job objectives

Are you an enthusiastic and driven financial professional with a keen eye for investment opportunities? We invite you to join our client dynamic and rapidly growing financial advisory and asset management team. This role presents an exciting opportunity for you to leverage your expertise in financial markets, portfolio management, and client advisory to create tailored investment strategies that align perfectly with our clients' unique goals and risk profiles.

Your primary focus will be on developing customized investment strategies across various areas, including Portfolio Management and Fund Administration, Financial Advisory and Transactions Services, Economic and Securities Research, and Financial Reporting. Through delivering exceptional financial solutions, you will play a pivotal role in driving long-term wealth-building outcomes for our esteemed clients.

Principal Duties / Responsibilities

Portfolio Management and Fund Administration:

• Create and execute strategic investment plans for diverse portfolios and funds, aligning with client objectives and risk profiles.
• Monitor and assess portfolio performance regularly, making data-driven adjustments as needed to optimize returns.
• Conduct periodic reviews and rebalancing to ensure portfolios remain in line with investment goals.
• Stay updated on market trends and economic indicators, using this knowledge to inform portfolio decisions.
• Collaborate with the investment team to implement innovative investment strategies and identify new opportunities.

Financial Advisory Services:

• Engage with clients to understand their financial objectives and risk tolerance, offering personalized financial solutions.
• Provide expert advice on wealth management, retirement planning, estate planning, and tax optimization.
• Conduct financial risk assessments and recommend appropriate risk management strategies to clients.
• Present investment recommendations and insights to clients, backed by comprehensive research and analysis.
• Maintain strong client relationships, delivering exceptional service and addressing client inquiries promptly.

Economic and Investment Research:

• Analyze macroeconomic factors, such as GDP growth, inflation rates, and interest rates, to assess economic conditions.
• Research microeconomic trends, including industry-specific data and market dynamics, to identify investment opportunities.
• Monitor global economic events and geopolitical developments, evaluating their potential impact on investments.

Company Valuations and Financial Statement Analysis:

• Conduct thorough research on both publicly listed and privately held companies, assessing their financial health and performance.
• Analyze financial statements, cash flows, and key financial ratios to gauge company profitability and stability.
• Perform business valuation models, such as discounted cash flow (DCF) analysis and comparable company analysis.
• Identify investment opportunities based on company valuations and growth potential.

Industry/Sector Analysis:

• Gather and analyze industry-specific data, market trends, and competitor information to assess sector performance.
• Identify growth opportunities and potential risks within specific industries and sectors.
• Utilize industry analysis to guide investment decisions and tailor portfolio allocations.

Financial Market Views:

• Develop a comprehensive understanding of global financial markets, including equity, fixed income, commodities, and currencies.
• Formulate strategic views on market trends and asset class performance, reflecting short-term and long-term perspectives.
• Use financial market views to adjust portfolio allocations and optimize risk-adjusted returns.

Feasibility and Investment Reports:

• Conduct detailed feasibility studies on potential investment opportunities, evaluating their viability and potential returns.
• Prepare comprehensive investment reports, highlighting key transaction risks and opportunities.
• Assess funding options, including debt and equity, and recommend appropriate capital structures.

Proprietary Account Management:

• Manage proprietary accounts with a focus on achieving consistent and competitive returns.
• Utilize fundamental and technical analysis to identify investment opportunities within proprietary accounts.
• Monitor and assess proprietary account performance regularly, making adjustments as needed to.

Job Requirements

Education / Qualification/ Skills

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees such as Master of Business Administration (MBA) or Chartered Financial Analyst (CFA) designation are highly desirable
• Proven experience as an Investment Portfolio Manager or in a similar investment management role.
• In-depth knowledge of financial markets, investment products, and asset allocation strategies.
• Strong analytical skills and the ability to interpret complex financial data to make informed investment decisions.
• Proficiency in financial modeling, valuation techniques, and risk management strategies.
• Demonstrated experience in managing diverse investment portfolios with a track record of delivering positive returns.
• Ability to conduct thorough research and analysis of companies, industries, and global economic trends.
• Proficiency in relevant investment software, financial analysis tools, and Microsoft Office Suite.
• A proactive and results-driven approach to investment management.
• Knowledge of regulatory requirements and compliance standards in the investment industry